Align Wealth Advisors
Company

Align Wealth Advisors

Financial Services 2100 Riveredge Pkwy Nw 5 employees
Employees
5
Contacts
3
Emails
2
Phones
2

Align Wealth Advisors Overview

Headquarters
2100 Riveredge Pkwy Nw
Industry
Financial Services
Employees
5
Founded
2020
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Align Wealth Advisors

Align your wealth with your vision of a life well-lived. Our collaborative process empowers you to make wise financial decisions. Live your best life with clarity and confidence. Enjoy the journey! We aligned our company with the Avenue Wealth Team so our time can be spent on what matters most, our clients. We chose the Raymond James platform to provide clients with global resources and sophisticated solutions in an environment that puts clients first. Offering the breadth of resources and capabilities of a large corporation, we provide the tailored, attentive service of a small firm. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Align Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Important Disclosure Information: http://raymondjames.com/smicd.htm

Align Wealth Advisors Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
2
50.0% coverage
Phone contacts
2
50.0% coverage

Align Wealth Advisors Org Chart

Sample employees and titles
Name Title Contact
Scott D. James Senior Client Service Associate - Align
Email
James Ramentol Wealth Manager at Align Wealth Group
Phone
Colin Krafft, Aif® Providing Comprehensive Financial
View
Kimberly Evans, Cfp® Founder and CEO, Align Wealth Advisors
Email Phone

Employees by Management Level

Executive 1 profile
Manager 1 profile
Senior / Lead 1 profile
Individual contributor 1 profile

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